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Financial Services |
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Cindy Bovaird |
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South Shore Savings Bank is a mutual savings bank. We assist seniors with finances and reverse mortgages. |
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Christine M Fitzsimmons We provide personalized, responsive service in the health, life and financial needs of seniors through asset protection including AARP Medicare Supplement (by United HealthCare Insurance Company), Long Term Care Insurance, Senior Life Insurance, Fixed-Equity Indexed Annuities. Call us for a free consultation. |
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Susan Grunwald Metlife is a true leader when it comes to retirement soluctions for American seniors for over 140 years. The reverse mortage is an important fiancial option to help seniors pay for the things they need and enhance their financial flexibility. |
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Meredith Johnson |
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Surprised to find The Salvation Army in this category? Financially savvy philanthropy can create additional income for you and loved ones, save significant taxes (estate, capital gains, income) and provide a generous charitable deduction, all in the context of bringing hope to others through your support of The Salvation Army. |
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Veva D. Johnson |
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We help Seniors and or their care givers deal with the financial maze. We provide the following services. Bill pay, sort mail, medical insurance, bank reconciliations, gather year end information for tax person if a return is needed. |
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Mitch Marcus, CLU |
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We have been serving the needs of businesses and individuals since 1978. Mitch is an experienced financial specialist who focuses on educating his clients regarding the differences between insurance and investment products and then facilitate in getting them the right product to fit their needs. |
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Daniel Matthews |
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TRADITIONAL & REVERSE MORTGAGES: With 24 years of mortgage experience, including 7 years of writing reverse mortgages, I help people find the best financing solution for their specific needs and circumstances. We know mortgages, and we know reverse mortgages! (My company is the 3rd largest reverse mortgage originator in MA according to the HUD website.) I look forward to serving your referrals, and helping you grow your business as well. |
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Craig Phillips |
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Assist seniors with home financing solutions concentrating specifically with the Federally Insured Home Equity Conversion Mortgage. This program enables individuals aged 62 or older to convert some of their home’s equity into tax-free cash. Unlike traditional equity loans, no repayment is required until the home is no longer the principal residence. |
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Virginia M. "Ginny" Polio |
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YES does bill-paying, balancing of checkbooks, and readying paperwork for tax preparers for seniors at their residences from Dorchester throughout the South Shore. Also, personal errands and local transportation can be provided, as well as friendly visitor services. Bonded, friendly, experienced, flexible, mature, honest. I'm also attaching a photo to be uploaded. |
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Elaine M. Raydi |
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I work with elders and their families to secure MassHealth benefits for nursing home residents. |
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Sue Rego |
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Debbie Whitman Service for individuals: We'll write your checks, prepare your stubs and envelopes, all you do is sign the check and mail. Monthly we can reconcile your bank accounts. Businesses: Process receivables, customer payments and payables, print invoices, write checks, reconcile bank accounts. Services can be customized to your specific needs. |
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Bryan Woodford & Edward Devin Nursing Home Financial Planning |
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